• Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms. • Provide information and education to assist participants in making informed decisions about their tax situation and filing their tax paperwork. • Analyze complex tax situations and interpret applicable regulations and guidance to provide individualized consultation and recommendations to program participants. • Advise program participants on tax implications related to their military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations. • Exercise independent professional judgment in assessing participant tax situations and determining appropriate guidance and referral options. • Independently manage participant caseloads, consulting sessions preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices. • Explain complex tax concepts clearly and professionally to diverse audiences with varying levels of financial and tax literacy. • Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements. • Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team. • Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS). • Maintain accurate and timely documentation consistent with program and compliance requirements. • Other duties as assigned.

• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure. • Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures. • Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.). • Provide tax risk management and ensure quality standards on client work. • Supervise and mentor senior managers and other staff across locations. • Support the firm’s training, development, and retention strategy for PCS professionals. • Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries. • Contribute to thought leadership and external visibility through events, whitepapers, or webinars.

• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description The Senior Specialist, Tax is responsible for independently executing complex tax compliance, provision, and advisory activities across the organization. This role applies deep technical knowledge to ensure accurate filings, strong documentation, and effective application of tax policies across multiple jurisdictions. The Senior Specialist supports business transactions, evaluates tax implications of complex activities, and serves as a key technical resource within the tax function, operating with minimal supervision and exercising sound professional judgment. Qualifications - Strong technical knowledge of corporate, indirect, international and property tax. - Experience within the Data Center, real estate or infrastructure industries an advantage. - Solid understanding of accounting standards (IFRS/local GAAP) and tax provisions. - High attention to detail with the ability to manage complex tax matters independently. - Experience working in global environments. - Strong analytical, research, and documentation skills. - Effective communicator with the ability to explain technical tax matters clearly. - Organized and capable of managing multiple priorities and deadlines. Requirements - Bachelor’s degree or equivalent in finance / accounting or related field preferred. - Registered with a professional body as Tax Practitioner. - 6–10 years of progressive experience in corporate tax, international tax, sales and use tax, property tax. - Experience with tax compliance, provisions, audits, and advisory work in multi-entity or multi-jurisdiction environments. - Demonstrated ability to handle complex tax matters with limited supervision. - Proficiency with tax and ERP systems (e.g., SAP, Oracle, OneSource, Vertex, Avalara) and advanced Excel skills. Benefits - Competitive compensation based on experience, education, and location. - Base salary for this position is $138,600.00 - $168,300.00. - Annual bonus eligibility based on individual and company performance. - Paid time-off, medical, dental, and vision benefits. - Life and supplemental insurance, short-term and long-term disability. - Flexible spending account and 401k retirement plan. - Monthly stipend for remote work expenses and personal mobile device use.